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Portfolio (Quarterly) Guide ↗

BANK OF MONTREAL /CAN/

· CIK 0000927971
13F Portfolio $303.7B AUM 14,271 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 424 New 1742 Added 1030 Reduced 326 Exited
Page 3 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 BILL CALL BILL HOLDINGS INC Technology 174,500 $6.7M 0.00% SOLD
42 MIRUM PHARMACEUTICALS INC 2,000,000 $6.0M 0.00% SOLD
43 CAE CALL CAE INC Industrials 207,600 $5.4M 0.00% SOLD
44 OVV PUT OVINTIV INC Energy 90,000 $5.3M 0.00% SOLD
45 MIRM MIRUM PHARMACEUTICALS INC Healthcare 56,386 $5.2M 0.00% SOLD
46 CALL EMERA INC 100,000 $5.2M 0.00% SOLD
47 CALL JBT MAREL CORPORATION 40,000 $5.1M 0.00% SOLD
48 XOM CALL EXXON MOBIL CORP Energy 28,600 $4.9M 0.00% SOLD
49 TAC CALL TRANSALTA CORP Utilities 358,200 $4.7M 0.00% SOLD
50 KWT ISHARES TR 128,500 $4.6M 0.00% SOLD
51 PEABODY ENGR CORP 2,500,000 $4.6M 0.00% SOLD
52 F CALL FORD MTR CO Consumer Cyclical 392,000 $4.5M 0.00% SOLD
53 PSKY PUT PARAMOUNT SKYDANCE CORP Communication Services 500,000 $4.5M 0.00% SOLD
54 RGTI CALL RIGETTI COMPUTING INC Technology 320,000 $4.5M 0.00% SOLD
55 PROGRESS SOFTWARE CORP 4,500,000 $4.5M 0.00% SOLD
56 BITFARMS LTD 2,226,572 $4.4M 0.00% SOLD
57 CEG PUT CONSTELLATION ENERGY CORP Utilities 15,000 $4.2M 0.00% SOLD
58 SOFI CALL SOFI TECHNOLOGIES INC Financial Services 255,700 $4.1M 0.00% SOLD
59 CHRD CALL CHORD ENERGY CORPORATION Energy 28,500 $4.1M 0.00% SOLD
60 MRVL CALL MARVELL TECHNOLOGY INC Technology 38,900 $3.9M 0.00% SOLD
Page 3 of 17  ·  326 positions
Sector Allocation
Financial Services 29.8%
Technology 23.9%
Communication Services 8.8%
Energy 7.3%
Consumer Cyclical 6.7%
Industrials 6.6%
Healthcare 5.1%
Basic Materials 4.6%
Utilities 3.2%
Consumer Defensive 3.1%